Tesla's Model Y Tops U.S. EV Sales with Over 92,460 Units in 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy F?
Source: Benzinga
- Sales Leadership: Tesla's Model Y sold over 92,460 units in Q4 2025, with a total of 357,528 units for the year, despite a 4% decline from 2024, maintaining its position as the best-selling EV in the U.S. and demonstrating strong market competitiveness.
- Market Share Growth: Tesla's EV market share surged to 58.9% in Q4 2025, with total sales reaching 589,000 units, partly due to legacy automakers scaling back their EV efforts, further solidifying Tesla's leadership in the electric vehicle market.
- Intensifying Competition: Ford's F-150 Lightning became the best-selling electric pickup in 2025, selling 27,307 units despite an 18.5% year-over-year decline, highlighting the fierce competition in the market, while Tesla's Cybertruck saw a 48.1% drop in sales.
- New Model Launch: Tesla unveiled a 7-seater version of the Model Y, priced at an additional $2,500, expanding its product line, while the 6-seater Model Y L launched in China has proven successful, indicating Tesla's potential for global market expansion.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.850
Low
11.00
Averages
13.65
High
16.00
Current: 13.850
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- EV Plan Reductions: The company drastically cut back on its electric vehicle plans in Q4, incurring a massive $19.5 billion special charge as part of a restructuring, which has not bolstered investor confidence and has intensified scrutiny on management's capital allocation capabilities.
- Limited Dividend Appeal: Although Ford's current dividend yield stands at 4.3%, translating to $430 in annual income on a $10,000 investment, the cyclical nature of the auto industry raises questions about the safety of this dividend, potentially deterring long-term investors.
- Poor Market Performance: With an average operating margin of only 1.9% over the last decade, Ford has significantly underperformed compared to the S&P 500's 328% total return, leading analysts to believe that its profitability is unlikely to improve, prompting investors to approach the stock with caution.
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- EV Plan Cutbacks: In response to softening demand for electric vehicles, Ford drastically reduced its EV plans, incurring a massive $19.5 billion special charge in Q4, highlighting the need for strategic restructuring but also dampening investor confidence.
- Dividend Appeal: With a current dividend yield of 4.3%, a $10,000 investment translates to $430 in annual income, which may attract income-seeking investors, although the dividend's safety is questionable given the cyclical nature of the auto industry.
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- Rising Customer Satisfaction: The JD Power 2026 U.S. electric vehicle ownership study reveals that 96% of battery electric vehicle owners would consider buying or leasing another EV, reflecting significant improvements in performance and charging infrastructure.
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- Potential Legal Changes: Should the Supreme Court rule IEEPA tariffs unconstitutional, the consumer burden could be halved to between $600 and $800, providing some economic relief for families and influencing future spending patterns.
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See More
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- Stagnant Revenue Growth: Ford's automotive revenue has only increased from $141 billion to $174 billion over the past decade, reflecting a mere 2.1% compound annual growth rate, which raises concerns about its ability to support significant stock price appreciation and investor confidence in future growth.
- EV Plan Reductions: The company drastically cut back on its electric vehicle plans in Q4, incurring a massive $19.5 billion special charge as part of a restructuring, which has not bolstered investor confidence and has intensified scrutiny on management's capital allocation capabilities.
- Limited Dividend Appeal: Although Ford's current dividend yield stands at 4.3%, translating to $430 in annual income on a $10,000 investment, the cyclical nature of the auto industry raises questions about the safety of this dividend, potentially deterring long-term investors.
- Poor Market Performance: With an average operating margin of only 1.9% over the last decade, Ford has significantly underperformed compared to the S&P 500's 328% total return, leading analysts to believe that its profitability is unlikely to improve, prompting investors to approach the stock with caution.
See More
Analysis of Ford Motor Company's Stock Performance
- Underperformance: Ford Motor Company's total return of 101% over the past decade significantly lags behind the S&P 500's 328%, indicating persistent underperformance and prompting investors to carefully assess future growth potential.
- Weak Revenue Growth: The company's automotive revenue increased from $141 billion in 2015 to $174 billion last year, reflecting a mere compound annual growth rate of 2.1%, which does not support optimistic expectations for stock price appreciation.
- EV Plan Cutbacks: In response to softening demand for electric vehicles, Ford drastically reduced its EV plans, incurring a massive $19.5 billion special charge in Q4, highlighting the need for strategic restructuring but also dampening investor confidence.
- Dividend Appeal: With a current dividend yield of 4.3%, a $10,000 investment translates to $430 in annual income, which may attract income-seeking investors, although the dividend's safety is questionable given the cyclical nature of the auto industry.
See More
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- New Cybertruck Trim Launch: Tesla has unveiled a new Dual Motor All-Wheel Drive trim priced at $59,990, featuring a 325-mile range but a reduced towing capacity of 7,500 lbs compared to the Premium trim's 11,000 lbs, indicating a strategic shift in market segmentation.
- High-End Trim Price Cut: The price of the Cyberbeast trim has been reduced from $114,990 to $99,990 by eliminating the Luxe package, which included Full Self-Driving and free access to Tesla's Supercharger network, aiming to enhance market competitiveness.
- Cautious Sales Outlook: Investor Gary Black opines that despite the more attractive pricing of the new Cybertruck, sales are unlikely to exceed 25,000 units in 2026, with most sales expected from the mid-spec trim priced at $79,990, reflecting concerns over Tesla's sales strategy.
- Stable Market Reaction: Tesla's stock rose 0.09% to $411.71 at market close on Thursday and further increased to $411.75 in overnight trading, indicating a cautiously optimistic market response to the new model launch.
See More
Slate Auto to Reveal EV Pickup Pricing in June
- EV Pickup Pricing Announcement: Slate Auto CEO Chris Barman announced on social media that the pricing for their electric pickup truck will be revealed in June, with expectations of a mid-$20,000 price point, which could attract a broader consumer base.
- Funding and Reservations: Slate Auto has secured over $111 million in Series A funding from investors including Jeff Bezos and other notable figures, while confirming 150,000 reservations, indicating strong market demand for their electric pickup.
- Product Features and Market Positioning: The base model of the electric pickup offers a 150-mile range and a 1,400-pound payload capacity, with a unique personalization approach allowing customers to select desired features, enhancing its competitive edge in the market.
- Industry Challenges and Opportunities: While Slate Auto shows significant growth potential in the EV market, President Trump's recent decision to rescind the fuel content factor from CAFE standards may reduce the attractiveness of EVs to manufacturers, adding uncertainty to the industry.
See More
U.S. Electric Vehicle Customer Satisfaction Reaches New Highs
- Impact of Tax Credit End: The end of federal EV tax credits in the U.S. may lead to fewer new customers, yet existing EV owners show increasing satisfaction, indicating potential market resilience.
- Rising Customer Satisfaction: The JD Power 2026 U.S. electric vehicle ownership study reveals that 96% of battery electric vehicle owners would consider buying or leasing another EV, reflecting significant improvements in performance and charging infrastructure.
- EV Model Rankings: Among premium electric vehicles, the Tesla Model 3 ranks highest at 804 points, with the overall average satisfaction for premium EVs rising from 756 to 786, underscoring Tesla's market leadership.
- Mass Market Performance: In the mass-market segment, the Ford Mustang Mach-e leads with 760 points, while some General Motors models like the Equinox and Blazer score below average, highlighting the competitive intensity in the market.
See More
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- Consumer Impact of Tariffs: The current average effective tariff rate in the U.S. stands at 16.9%, the highest since 1932, with projections indicating that consumers will pay an additional $1,300 to $1,700 in 2026, significantly increasing household economic burdens.
- Potential Legal Changes: Should the Supreme Court rule IEEPA tariffs unconstitutional, the consumer burden could be halved to between $600 and $800, providing some economic relief for families and influencing future spending patterns.
- Tariff Revenue Analysis: U.S. Customs and Border Protection collected approximately $133.5 billion in tariff revenue in fiscal year 2025, accounting for 60% of total tariff revenue during that period, highlighting the significant impact of tariff policies on government finances.
- Alternative Tariff Pathways: The Trump administration may resort to other legal frameworks to continue imposing tariffs, and economists note that even if IEEPA is overturned, this will limit potential consumer relief while maintaining high tariff burdens.
See More
